业绩总结 - FY26每股收益（EPS）展望更新为$9.72 - $10.02，确认可比EPS展望为$11.30 - $11.60[16] - FY26经营现金流目标为$25亿至$26亿，自由现金流目标为$13亿至$14亿[16] - 第三季度净销售额为$22.23亿，同比下降10%[21] - 第三季度经营收入为$6.92亿，同比下降13%[28] - 第三季度稀释每股收益为$2.88，同比下降15%[67] 用户数据 - 第三季度有机净销售额为$22.23亿，同比下降2%[21] - 啤酒业务净销售额为$20.10亿，同比下降1%[21] - 葡萄酒和烈酒业务净销售额为$2.13亿，同比下降51%[21] - 第三季度的税率为报告17.4%，可比18.5%，预计FY26的报告税率约为18%[32] 未来展望 - FY26净销售额预计将下降2% - 4%和经营收入下降7% - 9%[16] - FY26啤酒业务净销售额预计将下降4%至2%[32] - FY26葡萄酒和烈酒业务有机销售预计将下降20%至17%[32] - FY26运营收入预计将下降9%至7%[32] 新产品和新技术研发 - 第三季度资本支出为$2.46亿，财政年度至今总计$6.56亿，主要集中在啤酒生产能力的增加上[17] - FY26资本支出预计将达到$12亿，其中啤酒业务约为$10亿，葡萄酒和烈酒业务约为$2亿[32] 市场扩张和并购 - 2025年重组计划相关费用被确认，旨在优化公司业务表现[73] - 在2025年葡萄酒剥离中，公司确认了来自业务销售的净损失[74] 负面信息 - 葡萄酒和烈酒业务确认了商誉减值，主要由于负面趋势[77] - 2025年截至11月30日的九个月中，经营活动提供的净现金为21.062亿美元，较2024年的25.575亿美元下降[89] - 2025年截至11月30日的九个月中，自由现金流为14.501亿美元，较2024年的16.260亿美元下降[89] 其他新策略和有价值的信息 - 第三季度执行的股票回购金额为$2.20亿，财政年度至今总计$8.24亿[17] - 2025年预计的每股收益（GAAP）为$9.72，较2025年实际的$10.02下降0.45美元[85] - 2025年截至11月30日的九个月中，因资产减值和相关费用确认的每股收益为$2.00[86]

Constellation Brands (STZ) reported $2.22 billion in revenue for the quarter ended November 2025, representing a year-over-year decline of 9.8%. EPS of $3.06 for the same period compares to $3.25 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.18 billion, representing a surprise of +2.18%. The company has not delivered EPS surprise, with the consensus EPS estimate being $2.65.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- an ...

Corona maker Constellation Brands said that economic stress among its large segment of Hispanic consumers and a weaker construction market continued to weigh on beer demand. ...

公司业绩表现 - 星座品牌第三季度销售额和利润超出华尔街预期 [1] - 业绩增长由旗下莫德罗特级和科罗娜啤酒品牌的稳定需求所驱动 [1]

Constellation reported lower third-quarter sales as beer sales lag amid weak consumer sentiment and a pullback in spending from Hispanic drinkers due to the Trump administration's immigration crackdow... ...

Constellation Brands, Inc. (NYSE:STZ) shares climbed in Wednesday's extended trading after the company released its third quarter earnings report, beating estimates on the top and bottom lines. Here's a look at the key figures from the quarter. STZ stock is moving. Watch the price action here.The Details: Constellation Brands reported quarterly earnings of $3.06 per share, which beat the analyst consensus estimate of $2.64, according to Benzinga Pro data.Quarterly revenue came in at $2.22 billion, which bea ...

Advances Strategic Priorities Amid Continued Challenging Operating Environment Beer Business Continues To Gain Dollar and Volume Share Across U.S. Tracked Channels Returns $220 Million in Share Repurchases | | | | | | Adjusted | Diluted Net Income | | --- | --- | --- | --- | --- | --- | --- | | | Net | Organic | Operating | Net Income (Loss) | Earnings Before | (Loss) per Share | | | Sales | Net Sales | Income (Loss) | Attributable to CBI | Interest & Taxes | Attributable to CBI (EPS) | | | | Third Quarter ...

ROCHESTER, N.Y., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Constellation Brands, Inc. (NYSE: STZ), a leading beverage alcohol company, reported today its third quarter fiscal 2026 financial results. A conference call to discuss the financial results and outlook will be hosted by President and Chief Executive Officer, Bill Newlands, and Chief Financial Officer, Garth Hankinson, on Thursday, January 8, 2026 at 10:30 a.m. ET. Visit ir.cbrands.com to locate information for joining the conference call, or a live, liste ...

Constellation Brands, Inc. (NYSE: STZ) is a major player in the beverage industry, offering a wide range of beer, wine, and spirits. The company operates in the United States, Canada, Mexico, New Zealand, and Italy, with well-known brands like Corona, Modelo, Kim Crawford, and SVEDKA. It competes with other beverage giants in a dynamic market.The stock's target price has seen some fluctuations. Last month, the average target price was $158, slightly up from $156.57 last quarter. This suggests a modest posit ...

公司业绩与挑战 - 公司经历了残酷的2025年，并进行了多次盈利预测下调 [1] - 公司正押注于成本削减以重振盈利 [1] 市场与需求展望 - 公司寄希望于西班牙裔啤酒需求的复苏来提振盈利 [1]